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44 Wealth Management’s Hess HES Stock Holding History

44 Wealth Management’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,412
Closed -$750K – 210
2025
Q2 		$750K Sell
5,412
-2,946
-35% -$398K 0.27% 116
2025
Q1 		$1.34M Buy
8,358
+1,822
+28% +$268K 0.5% 68
2024
Q4 		$869K Sell
6,536
-1,873
-22% -$262K 0.33% 90
2024
Q3 		$1.16M Buy
+8,409
New +$1.17M 0.41% 79
2023
Q2 		$341K Sell
2,511
-782
-24% -$107K 0.12% 129
2023
Q1 		$436K Buy
3,293
+13
+0.4% +$1.81K 0.15% 117
2022
Q4 		$465K Sell
3,280
-1,415
-30% -$194K 0.16% 108
2022
Q3 		$512K Sell
4,695
-855
-15% -$94.8K 0.21% 99
2022
Q2 		$588K Sell
5,550
-850
-13% -$96.2K 0.23% 93
2022
Q1 		$685K Buy
+6,400
New +$607K 0.25% 93

Other funds holding HES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

44 Wealth Management's HES Position: Q3 2025 in Review

44 Wealth Management sold out of Hess (HES) in Q3 2025, closing a stake of 5,412 shares — an estimated $750K sold.

44 Wealth Management first reported a position in HES in Q1 2022 and held it in 10 quarters. The position peaked at $1.34M in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

  • 44 Wealth Management reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
  • 44 Wealth Management sold 5,412 Hess shares in Q3 2025, an estimated $750K.
  • 44 Wealth Management first reported a position in Hess in Q1 2022 and held it in 10 quarters.
  • 44 Wealth Management's Hess position peaked at $1.34M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on 44 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.